Today’s session is shaped by macro catalysts (CPI expectations) and sector rotations, which create several compelling equities to monitor:
- Broadcom (AVGO)
Fresh off a double-digit surge, AVGO is riding the AI semiconductor wave. Institutions are rotating back into AI hardware suppliers, making this a key momentum barometer.
- Nvidia (NVDA
After a sharp pullback, NVDA sits at an inflection point. Any rebound here could confirm that the AI super-cycle remains intact despite short-term volatility.
- Oracle (ORCL)
Yesterday’s outsized move signals the AI hype is bleeding into SaaS. The narrative around AI-enabled databases is gaining institutional traction, and ORCL could act as a proxy for rotation into enterprise software.
- Opendoor (OPEN)
The 30% bounce is speculative but noteworthy. It highlights renewed interest in high-beta real-estate tech plays; risk-tolerant traders will be watching if momentum sustains.
- DBS / Singapore Banks (D05.SI)
With JPMorgan flagging STI’s path to 5,000, DBS and its peers remain regional financial bellwethers—anchoring stability while tech trades oscillate.
Today is about AI momentum vs. macro risk. Broadcom and Oracle represent structural growth; Nvidia is the volatility trade; DBS provides the defensive ballast; and Opendoor is the wild card for speculators.
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